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PODCAST

FidelityConnects

Fidelity Canada

Connecting you to the world of investments to help you stay ahead. Expand your investing horizons with access to experts when you need them. Listen to FidelityConnects podcasts on the go, anytime, anywhere! Also, visit www.fidelity.ca to register for live interactive webcasts.

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All Episodes

30:37

The Fed decision: Insights from the GAA team – Ilan...

FidelityConnects ·

2025/06/23

With questions still not answered about the course of inflation in the United States, the Federal Reserve chose this week to keep rates on hold. Chairman Jerome Powell says he is comfortable enough with the economic growth and labour story to stick with his policy of no-sudden-movements. However, with a potential bite from tariffs still to come and a labour market showing continuing jobless claims at steady levels, how long can this rate position grind on for? And, how does the interest rate

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15:34

ETF strategies for the second quarter – Vince Kraljevic

FidelityConnects ·

2025/06/21

The popular Fidelity All-in-One ETF suite has expanded to include two new options: conservative income and fixed income. Tune in to hear ETF Strategist Vince Kraljevic discuss Fidelity’s larger ETF lineup, how all-in-one ETFs are designed, how they continue to resonate with investors and the lineup’s newest expansion.Recorded on June 3, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of

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29:29

Factor investing: The quant edge for today's markets...

FidelityConnects ·

2025/06/20

Global stock markets have experienced significant volatility in 2025. April’s downturns triggered by U.S. tariffs have since rebounded, with emerging markets, European equities, and U.S. tech giants leading the global recovery story. Factor investing can help strengthen a portfolio during various stages of the cyclical market cycle. Looking ahead, investors are curious: What is the current market landscape as we wrap up Q2, and which factors are poised to benefit from the current environment? Is it

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24:33

Retirement then & now: Twenty years of retirement...

FidelityConnects ·

2025/06/19

The average age at which Canadians are retiring has increased dramatically over the last 15 years. Combine that with individuals living longer, cost of living on the rise, and on-going market changes - there are several factors influencing the retirement landscape. On today's episode, our tax team of experts at Fidelity dives into the trends, insights, and concerns of Canadians from the newly released Fidelity Retirement Report. Incredibly, this is the 20th edition of the report! Joining today's

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31:49

Jurrien Timmer's global macro view – June 16, 2025

FidelityConnects ·

2025/06/18

The calm of last week’s trade has given way to the global headlines, and various asset class reactions therein. The questions swirling through geopolitical gyrations in recent days have led to two curious reactions - in the bond trade and the US dollar. Both have been the haven trades for decades, and both are getting shaken as the global trade structures change beneath our feet. However, investors' money flows to other areas of the world, and, when valued at lower prices, back into US asset

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29:08

Denise Chisholm's sector and factor perspectives –...

FidelityConnects ·

2025/06/17

Many things were playing out in the economy when the tariff shocks hit. One of them, importantly, was personal income growth. Consumers were in growth mode, and, as our next guest likes to remind investors, starting points matter. If corporate earnings were reaping the benefits of a ‘fit’ consumer, on balance, how much more could their bottom lines absorb, than if personal growth had been absent in the US economy? Joining the show today to explore this element of the corporate earnings story - and

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21:34

Themes driving global markets in June 2025 – Denise...

FidelityConnects ·

2025/06/16

Denise Chisholm is a student of history who uses historical probability analysis when looking at the markets in her role as Director of Quantitative Market Strategy. On today's episode, Denise shares the sectors, trends and underlying indicators moving markets in June 2025 that investors should be looking at to evaluate the strength of the market.Recorded on June 9, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and

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26:08

CIO Perspectives: Mid-year outlook – Andrew Marchese

FidelityConnects ·

2025/06/13

We stand at the halfway mark of what’s been a significant year in the markets so far. Severe tariff changes globally, a shift from U.S. exceptionalism to international investments, and government and policy changes in the U.S. and Canada, have all caused notable fluctuations in markets and currencies. So as it stands now, what changes in the economic landscape and what factors may drive investment opportunities in the second half of 2025? On today's episode, to share his overall thoughts on the

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31:20

Jurrien Timmer's global macro view – June 9, 2025

FidelityConnects ·

2025/06/12

Much of the equity trade so far this year has had an international flair. In the midst of a week flavoured by a difficult deficit backdrop, the headlines will be powered by the International trade agenda, both across the oceans, and here at home. How do investors get set with some new portfolio discussions that bring asset allocation for a new era to the fore? The man who has been thinking through this question over the past week - and has illustrated it for you - joins the show today, armed with

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18:58

Understanding how the BoC’s rate decision could...

FidelityConnects ·

2025/06/11

Today's guest is Ilan Kolet, institutional portfolio manager and member of Fidelity's Global Asset Allocation, or GAA team. Ilan helps manage billions of dollars on behalf of Canadians. He discusses the latest Bank of Canada rate decision, what it means for Canadians, and what could be next. We'll also dive into the latest tariff news and unpack the U.T. tax bill.Recorded on June 6, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer

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31:04

Monetary policy in focus: Unpacking BoC's decision –...

FidelityConnects ·

2025/06/10

The Bank of Canada’s decision to leave interest rates at 2.75% tells Canadians that at this stage, the bank's eye is firmly on inflation. However, Governor Tiff Macklem made comments at the press conference showing a willingness to cut rates, if the Canadian economy showed signs of distress later this year. On today's show to help us dig into the considerations being taken by the BoC at this critical juncture - and for his view on how to allocate and balance portfolios in a somewhat more

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28:42

Navigating North American equities – Darren Lekkerkerker

FidelityConnects ·

2025/06/09

Let's shift focus to a year from now. Keeping in mind the power of compounding, investing in high quality companies right now - in fortress North America - might just be the sensible option for investors sitting amidst rocky headline news. How can what you do today, in evaluating and choosing companies, help on the road to next year? Luckily, today's guest is the perfect person to put that question to. Joining the show today is Fidelity portfolio Manager Darren Lekkerkerker, who manages Fidelity

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26:49

Unlocking global potential: U.S. vs. Europe and...

FidelityConnects ·

2025/06/08

Global markets have been shaken to the core after months of policy changes and tariff moves from the U.S. administration. As we steer away from this era of U.S. exceptionalism, eyes are on other investment opportunities across the globe. How is today's guest navigating complex market currents, and what areas is he leaning into? Joining the show today to discuss how he's unlocking global opportunities in China, other parts of Asia, Europe and elsewhere is Fidelity portfolio manager, Patrice

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30:44

Opportunities in alternative strategies – Brendan Sims

FidelityConnects ·

2025/06/07

As investors stickhandle through news of global tariff uncertainty, an increasing option for steadying the ship is alternatives. Fidelity's growing universe of alts offers ways to include private real estate investments, cryptocurrencies and equity long/short strategy exposure to various portfolios. For instance, how can a longer term view on private real estate add ballast to your client's investments while short term market volatility reigns in these markets? On today's show to take us into the

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31:21

Jurrien Timmer's global macro view – June 2, 2025

FidelityConnects ·

2025/06/06

As markets allowed for some relative calm through the end of last week, they are set up now for a heavy macro time. In the midst of a shifting trade narrative and with the ramifications of increasing global liquidity, can the equity markets quietly climb the wall of worry? Has the peak of uncertainty passed? Joining the show today to discuss his global macro view on equities, bonds and the players driving a more mercantilist world, is Fidelity Head of Global Macro, Jurrien Timmer.Recorded on June

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29:45

Denise Chisholm's sector and factor perspectives –...

FidelityConnects ·

2025/06/05

A broader look at the earnings picture shows revisions have been vast so far this year. A trend almost in lock step with the tariffs story. Does this overall market adjustment on earnings revisions suggest a contrarian signal? If it does, which sectors may be best positioned for potential earnings beats or, even earnings ‘meets’, on previous expectations. Also, if we have passed April’s peak tariffs worries are recession worries also in the rear-view mirror? Joining us to share her research on both

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30:12

Finding value in emerging markets – Abhijeet Singh

FidelityConnects ·

2025/06/04

Emerging markets present the opportunity to invest in developing nations with fast-growing economies. In 2025, emerging markets have attracted significant investor interest, particularly in parts of Asia, Latin America and emerging Europe. Chinese equities have had a strong year, driven by fiscal stimulus and a recovery in large-cap tech stocks. But how will policy uncertainty and geopolitical tensions impact emerging markets? Will tariffs or the fluctuating U.S. dollar play a part? Host Pamela

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30:09

May ICYMI: Top market stories and surprises

FidelityConnects ·

2025/06/03

On today’s episode, we’ll count down the top 5 May highlights from our FidelityConnects show. Connects is live daily for advisors, and then available on replay for all as a video podcast. Markets in May began like April, with global markets experiencing volatility. U.S. markets faced challenges due to President Trump’s trade policies, including the imposition of tariffs on imports from Canada, Mexico and China. By mid-May, the market showed signs of recovery, accelerated by eased trade tensions and

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27:17

Celebrating ten years of Global Intrinsic Value –...

FidelityConnects ·

2025/06/02

May marked the 10-year anniversary of Global Intrinsic Value Class. Spearheaded by Joel Tillinghast in 2015, the fund has steadily earned a reputation for its disciplined approach to global equity investing. As it enters its second decade, how is the team’s investment approach evolving to meet the demands of an increasingly complex global market? And what lessons from the past 10 years are shaping the next phase of the fund? Host Glen Davidson is joined by portfolio managers Sam Chamovitz, and

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29:53

Jurrien Timmer's global macro view – May 26, 2025

FidelityConnects ·

2025/05/31

President Donald Trump’s recent tariff threat on the European Union, followed by a subsequent delay, boosted European and Asian markets to start the week. What is currently shaping the markets, and what signals is today's guest looking to for clues about the path forward? Joining host Pamela Ritchie to unpack the macro themes on his radar, and to set you up for the trading week ahead is Fidelity Director of Global Macro, Jurrien Timmer.Recorded on May 26, 2025. At Fidelity, our mission is to build

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464 results

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